Oracle falls 7.2% as rate hike bets weigh on AI stocks

A hotter-than-expected inflation print sent investors fleeing capital-hungry AI infrastructure names, with Oracle taking the hardest hit Oracle shares fell around 7% on October 14, 2026, landing near $133. The selloff hit AI infrastructure companies broadly as traders raised their bets on higher US interest rates. The trigger was an inflation report that came in hotter than expected. When money gets more expensive, companies that spend heavily on future growth tend to feel it first. September’s Consumer Price Index rose 3.6% year-over-year, above what markets were bracing for.

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